Ideas & Enhancements

1 Vote

N5 Improvement: Ignore conflict schedules on calendar entries with "Cancelled" status.

#88704: Per Andy, the logging of calendar event changes is changing the events to "Cancelled" status, which can be very confusing for the user. We should also ignore these "Cancelled" status entries when we're testing user's calendars for appointm...

Created 26 Jun 16:25

Integrations

0
1 Vote

Cloud - Update reference from Office 365 to Microsoft 365

Microsoft updated all references to Office 365 to Microsoft 365 on April 21, 2020. All references within Neos need to be updated.

Created 19 Jun 11:10

General

0
1 Vote

Cloud: re-order phone list for provider/party

Should be able to re-order the listing of phones on each party/provider.

Created 10 Jun 19:08

General

0
1 Vote

Reports by Originating Attorney

It is useful for intake, case audit and marketing.

Created 08 Jun 20:16

Auditing

0
1 Vote

Negotiation Tab Format

Ability to change & save the layout on the Negotiations tab. As on the Notes tab. Needles 5

Created 05 Jun 15:06

General

0
1 Vote

Neos - Hovering over Notes body should provide body preview

To view a note body from the grid view of the Notes tab, you have to click or open the note. This takes away the ability to click on "New Note" without exiting the previewed note first. Chrome has a built-in functionality that allows to preview te...

Created 04 Jun 16:33

General

0
1 Vote

Cloud - Limit Case Type Access ONLY When Opening Cases

There are many cases where it does not matter what cases employees look at, and even cases where they need to be able to access cases of all types, but I only want them to be able to open cases of certain types. I want cases of all types to be abl...

Created 02 Jun 16:13

General

0
1 Vote

Cloud - Notification User has logged in

After the 5-26-20 update after logging into the program and the Needles Today screen loads the user sees a green notification window showing "Logged In". It is redundant to see this notification.

Created 28 May 11:44

General

0
1 Vote

Cloud: Search Screen Results

#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...

Created 13 May 19:55

General / Search

2
1 Vote

Cloud - Support Room/Resource Calendars

Add support for room/group/resource calendars

Created 11 May 19:58

General

0